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Coalesce Management Consulting (CMC) — Toronto, Ontario
Greenlight helps organizations solve complex business challenges through intelligent automation, agentic AI, and custom technology solutions. Our teams work directly with clients to understand their operations, identify opportunities, and rapidly build solutions that create measurable business value. We combine deep consulting expertise with hands-on engineering to bridge the gap between strategy and execution.
We're building a future where consultants and engineers work alongside AI to deliver faster outcomes, stronger businesses, and transformative customer experiences. We build with AI as a core delivery tool — Anthropic's Claude powers our discovery synthesis, analysis design generation, and prompt engineering workflows, and this role sits at the center of that capability. What makes a star at Greenlight?
Inherently inquisitive and driven — you want to know how everything works Fluent in both business and technology — you translate between worlds effortlessly Passionate about AI and automation — you stay ahead of the curve because it excites you Outstanding communicator — in the room with a CFO or a developer, you are equally at home Ownership mindset — you do not wait to be told; you move The Role The Automation Business Consultant is Greenlight’s connective tissue between client problems and automation solutions - equal parts discovery expert, AI prompt architect, pre-sales solutions contributor, and delivery quality anchor. You will work directly with clients in their environments - facilitating process workshops, uncovering automation opportunities, shaping AI agent logic, and producing the specifications that our RPA engineers and FDEs build against. You will contribute to solution design and proposals, and own a disproportionate share of what determines whether a project is scoped correctly and delivers on time.
This role is purpose-built for someone mid-career who is technically sharp, client-confident, and ready to operate at the intersection of automation delivery and AI consulting. As the Automation Business Consultant, you are accountable for 2-3 engagements at a given time and are the intelligence and documentation layer that makes the rest of the pod move. At a Glance Reports To Director, Project Delivery Strategy Works Closely With RPA Engineers, FDEs, Solution Architects, Pre-Sales Client Interaction Executive sponsors, process SMEs, solution stakeholders, vendor partners Travel Requirement Regular client travel required (onsite discovery, workshops, pre-sales) Platform Focus UiPath, Microsoft Power Platform, Anthropic Claude / AI Agents Seniority Mid-Career (4–8 years relevant experience) Location Onshore Canada — Toronto preferred Engagement Type Hybrid — onsite client-facing with occasional travel.
What You'Ll Do
Delivery Accountabilities Partner with the PM for client readiness activities pre project kickoff Lead process discovery workshops (onsite where required) running small builds in a single session and medium-to-large builds across three sessions with 1day Ai enabled PDD turnaround Produce PDDs within one day of completing discovery — the authoritative build specification, zero ambiguity, zero gaps Validate and refine AI-generated SDDs: accuracy against the PDD, security and scalability considerations confirmed and finalized with the engineer before build begins — without letting documentation block development Facilitate sprint demos with the client at the close of each Build sprint Begin test case development with the client in Week 1 of the build phase — in parallel with development, not after it — so UAT is ready to execute the moment a build is promotable Coordinate UAT execution: prepare client testers, manage the schedule, triage defects, and drive closure before go-live Where required, lead DU training during enablement and generate SOPs and change management materials where needed to close the gap between what was built and how the business will run it AI Design Prompt Engineering Translat